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Invesco Municipal Opportunity Trust
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Overview Fund Activity

87 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$55.9M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.88M
3
Invesco
3
Invesco
Georgia
$1.77M
4
Ameriprise
4
Ameriprise
Minnesota
$8.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.99M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
VanEck Associates
3
VanEck Associates
New York
$3.82M
4
SIA
4
Sit Investment Associates
Minnesota
$9.73M
5
Wells Fargo
5
Wells Fargo
California
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$943K +$13.6K +987 +1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$914K +$60.4K +4,370 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$882K +$495K +35,836 +128%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$854K – – –
GAMC
30
Garner Asset Management Corp
Texas
$833K -$10.7K -775 -1%
CWA
31
Capital Wealth Alliance
Arizona
$780K +$3.87K +280 +0.5%
QCIG
32
Quad-Cities Investment Group
Iowa
$682K +$6.33K +458 +0.9%
SPIA
33
Steward Partners Investment Advisory
New York
$521K +$22.7K +1,639 +5%
LC
34
Lindbrook Capital
California
$483K +$483K +35,000 New
BRWM
35
B. Riley Wealth Management
Tennessee
$476K – – –
AP
36
Americana Partners
Texas
$437K -$12.4K -900 -3%
AWA
37
Alaska Wealth Advisors
Alaska
$394K -$166K -12,000 -30%
XF
38
XML Financial
Maryland
$320K – – –
PA
39
PFG Advisors
Arizona
$304K – – –
SCM
40
Stordahl Capital Management
Colorado
$286K – – –
LA
41
LexAurum Advisors
Kansas
$279K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$267K – – –
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$254K – – –
KAS
44
Kestra Advisory Services
Texas
$253K -$3.8K -275 -1%
HCM
45
Hollencrest Capital Management
California
$252K – – –
COLIM
46
City of London Investment Management
United Kingdom
$232K – – –
NA
47
NewEdge Advisors
Louisiana
$227K +$227K +16,405 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$225K +$207 +15 +0.1%
MFW
49
Meristem Family Wealth
Minnesota
$224K – – –
Millennium Management
50
Millennium Management
New York
$224K +$224K +16,226 New
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